How to Transform How You Interact with Customers Using Slack and Zoom and Sugar

Save time, increase your productivity and transform how you interact with your customers by integrating three powerful technologies: SugarCRM, Slack and Zoom.

While all three of these technologies are great on their own, connecting them together greatly improves your efficiency and customer support.

SugarCRM empowers your marketing, sales and services teams to collaborate across the entire customer lifecycle for more meaningful, memorable experiences. Now, think about what it can do if you combine it with two of the most-used communication applications on the market.

Zoom + Sugar

Zoom is the leader in meetings, chat and secure connections. Throughout the ongoing pandemic, Zoom has become a part of everyday life for many people on both a personal and professional level.

Prior to our SugarCRM Zoom Integration, there were a lot of manual tasks to set up meetings and sync it to your Sugar. You’d need to schedule meetings within the Zoom interface and send invites through Outlook/Gmail.

Our SugarCRM Zoom Integration is easy and intuitive to use and integrates directly into the Sugar meetings module. You can invite Sugar contacts to Zoom meetings and launch Zoom meetings directly from Sugar. Need to edit or delete a Zoom meeting? No problem, you can do that within Sugar too.

Slack + Sugar

Slack is a channel-based messaging platform that helps you get quick resolution to everyday questions/issues without needing to have to schedule a call or send an email and wait around for a solution.

Better organize conversations with our SugarCRM Slack Integration. You can search Sugar from Slack, send a Sugar Record a message to Slack user or Slack channel within Sugar or configure record updates to send a Slack message to the account owner.

To learn more about Sugar, Slack and Zoom, check out our on-demand webinar below.

Have any questions? Contact us today!